Verra Mobility Corporation (VRRM) Releases Q4 2025 Earnings: Revenue Beats, EPS Miss

Verra Mobility Corporation (VRRM) reported fourth-quarter 2025 results showing revenue growth alongside notable compression in profitability. Total revenue came in at $257.9 million, up 16.4% year-over-year and above the consensus revenue estimate of $246.0 million. Gross profit rose to $230.5 million, a 10.5% improvement from the prior year.

Total revenue: $257.9 million (+16.4% YoY).

Gross profit: $230.5 million (+10.5% YoY).

Operating profit: $43.0 million (down 199.2% YoY).

Net income attributable to common shareholders: $18.9 million (down 128.3% YoY).

Diluted EPS: $0.12, below the EPS estimate of $0.32.

Cash flow and balance-sheet items show modest operational cash generation but higher investment activity and a smaller cash balance compared with a year ago.

Cash from operating activities: $40.0 million (down 1.3% YoY).

Purchases of property, plant and equipment (capex): $34.2 million (up 81.6% YoY).

Cash and cash equivalents: $65.3 million (down 15.8% YoY).

Cost of sales: $27.4 million (up 111.1% YoY).

Total liabilities: $1.35 billion (up 0.3% YoY).

In short, VRRM delivered top-line strength that beat revenue expectations, but profitability and earnings per share were materially weaker year-over-year as operating income and net income contracted and EPS missed estimates. The company generated positive operating cash flow while increasing capital spending and maintaining a liability base of about $1.35 billion.

Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.

Verra Mobility Corporation Hedge Fund Activity

We have seen 146 institutional investors add shares of Verra Mobility Corporation stock to their portfolio, and 191 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 11,378,637 shares (-94.6%) from their portfolio in Q4 2025, for an estimated $254,995,255
RIVER ROAD ASSET MANAGEMENT, LLC added 2,433,610 shares (+441.6%) to their portfolio in Q4 2025, for an estimated $54,537,200
PRICE T ROWE ASSOCIATES INC /MD/ removed 2,303,146 shares (-19.3%) from their portfolio in Q4 2025, for an estimated $51,613,501
FRANKLIN RESOURCES INC removed 1,763,786 shares (-98.0%) from their portfolio in Q4 2025, for an estimated $39,526,444
FMR LLC removed 1,544,154 shares (-99.1%) from their portfolio in Q4 2025, for an estimated $34,604,491
HANDELSBANKEN FONDER AB removed 1,500,500 shares (-96.7%) from their portfolio in Q4 2025, for an estimated $33,626,205
JPMORGAN CHASE & CO removed 1,316,997 shares (-21.2%) from their portfolio in Q4 2025, for an estimated $29,513,902

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

Verra Mobility Corporation Analyst Ratings

Wall Street analysts have issued reports on $VRRM in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

UBS issued a "Buy" rating on 10/30/2025

To track analyst ratings and price targets for Verra Mobility Corporation, check out Quiver Quantitative's $VRRM forecast page.

Verra Mobility Corporation Price Targets

Multiple analysts have issued price targets for $VRRM recently. We have seen 2 analysts offer price targets for $VRRM in the last 6 months, with a median target of $28.0.

Here are some recent targets:

Tomohiko Sano from JP Morgan set a target price of $25.0 on 01/26/2026
Chris Zhang from UBS set a target price of $31.0 on 10/30/2025